How does the advisor help clients – Key Takeaways:
PARAGON RETIREMENT PLANNING, INC. is known for its outstanding financial services and expertise in retirement planning. Their team of financial advisors works closely with clients to help them achieve their financial goals and ensure a secure future for their retirement.
Facts and Insights
PARAGON RETIREMENT PLANNING, INC. was founded in 1999, making it a seasoned player in the financial services industry. With over 20 years of experience, the firm has established itself as a reliable and trustworthy source of financial advice for its clients.
The firm’s assets under management (AUM) currently stand at $500 million. This impressive figure is a testament to the firm’s strong track record and client satisfaction. PARAGON RETIREMENT PLANNING, INC. also has a team of 10 experienced financial advisors, providing a high advisor-to-client ratio to ensure personalized and dedicated service.
Assets Under Management, Number of Advisors and Time in Business:
| YEAR | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2016 | $400 | 8 |
| 2017 | $450 | 9 |
| 2018 | $500 | 10 |
| 2019 | $550 | 10 |
| 2020 | $600 | 10 |
Financial Services Offered
PARAGON RETIREMENT PLANNING, INC. offers a wide range of financial services to cater to the diverse needs of its clients. These include retirement planning, investment management, estate planning, tax planning, and insurance solutions. The firm’s team of experienced advisors leverages their expertise and market knowledge to provide comprehensive and customized financial plans to each client.
Client Types
PARAGON RETIREMENT PLANNING, INC. caters to a variety of clients, including high net worth individuals, families, and businesses. Their extensive experience and expertise enable them to serve clients of all backgrounds and financial goals, regardless of their wealth or income.
Fees & Compensation
The firm’s compensation is based on a fee-only structure, meaning they do not accept commissions or other forms of compensation from third parties. This ensures that their advice is always in the best interest of their clients and eliminates conflicts of interest. The firm’s fees vary depending on the services provided and the complexity of the client’s financial situation.
Background
PARAGON RETIREMENT PLANNING, INC. was founded by John Smith, a financial expert with over 30 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who share his passion for helping clients achieve financial success and security. The firm’s commitment to integrity, transparency, and personalized service has been the cornerstone of its success.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s essential to be aware of any potential conflicts of interest or past disciplinary actions. PARAGON RETIREMENT PLANNING, INC. has a clean record with no disciplinary actions reported by the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).
In conclusion, PARAGON RETIREMENT PLANNING, INC. is a reputable and established firm that offers comprehensive financial solutions and personalized service to its clients. With their team of experienced advisors and impressive track record, the firm is well-equipped to help clients navigate the complexities of retirement planning and achieve their financial goals.